Análisis Argos
J
JCara
Jacobs Solutions Inc. · Industrials
US$ 140.61
precio al 2026-07-28
Valor justo Argos*
US$ 67–67
vs. su valor justo
135% por encima
Score Argos
60/100
LA RESPUESTA
El mercado le pide crezca 22.6% al año — más de lo que ha demostrado (0%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 8% por debajo de su valor justo.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO1/6PASADO3/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO1/6PASADO3/6SALUD3/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos60de 100Cara
Ingresos5%
US$ 12 B
Margen operativo20%
7.2%
Flujo de caja libre34%
US$ 0.6 B
Deuda neta
US$ 1.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.6B
P/E57.2x
EV/EBITDA16.4x
FCF yield3.7%
ROIC10.2%
Margen operativo7.2%
Crecim. ingresos+4.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 8 jul
Jacobs Solutions: Invest In Infrastructure, The Backbone Of Our Modern Economy
Jacobs Solutions Inc. is rated a buy due to a robust contract backlog, diversified sector exposure, and active shareholder returns. J reported a 26.95% YoY revenue increase to $3.69B in Q2 2026, driven by its Infrastructure and Advanced Facilities segment. Recent acquisitions and new project wins, including major contracts in the US, UK, and Australia, underpin J's forward revenue visibility.
businesswire.com · 7 jul
Jacobs to deliver engineering design for military installations across the US national capital region
DALLAS--(BUSINESS WIRE)--Jacobs to deliver engineering design, planning, modernization for military installations across the US national capital region.
businesswire.com · 2 jul
Jacobs secures owner's engineer role for wind farm project in South Australia
DALLAS--(BUSINESS WIRE)--Jacobs secures owner's engineer role for wind farm project supporting Australia's renewables portfolio and the country's energy goals.
zacks.com · 1 jul
Jacobs Lands Orange County Highway Modernization Contracts
J expands its transportation portfolio with Orange County highway contracts to ease congestion, improve reliability and modernize key corridors.
zacks.com · 30 jun
J or MAS: Which Is the Better Value Stock Right Now?
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Jacobs Solutions (J) and Masco (MAS). But which of these two companies is the best option for those looking for undervalued stocks?
businesswire.com · 30 jun
Jacobs advances major highway modernizations in California
DALLAS--(BUSINESS WIRE)--Jacobs selected by the Orange County Transportation Authority to provide construction management services for two major highway improvement projects.
etftrends.com · 29 jun
DOE's $17.5B Loan Boosts Nuclear Supply Chain
The U.S. Department of Energy announced a conditional commitment of $17.5 billion in low-interest loans. These funds target long-lead components for 10 new Westinghouse AP1000 reactors covering five project sites nationwide.
zacks.com · 26 jun
Does Jacobs Solutions (J) Have the Potential to Rally 26.32% as Wall Street Analysts Expect?
The average of price targets set by Wall Street analysts indicates a potential upside of 26.3% in Jacobs Solutions (J). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.